Unimech Aerospace and Manufacturing Limited — Investor Meet, 17-11-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Unimech’s Q2 FY26 revenue hit ~Rs.62 Cr, up 1% YoY, with H1 at Rs.125 Cr. Gross margin was 68%, but EBITDA dipped to Rs.18.5 Cr (30% margin) due to US tariffs and strategic investments. The order book is strong at Rs.105 Cr, boosted by a $4 million LEAP engine program win. Tariffs are slowing US customer orders, shifting to build-to-order. Unimech is diversifying into nuclear (Rs.800 Cr bids submitted), semiconductor, and defense, and pursuing JVs. Capacity utilization is 55% due to new segment prove-outs. Management is confident in long-term growth and resilience despite near-term challenges.